Tag Archives: computer

Today’s infographic does a great job of laying out everything you need to have on your e-commerce website to provide the best experience for your online customers. Before we get to the infographic, I’m going to share a hack that I personally employed back in the early 2000s. And no – it’s not outdated :). As you probably know, live chat can be a powerful tool for online sales. Especially if you’re a smaller operation. Now, back in the early 2000s, instead of live chat software, we had instant messaging platforms. It’s basically the same thing except that the client…

Content Marketing Institute’s 2017 report stated that over 60% of B2B marketers saw more success from their content marketing efforts this past year. What does this mean? It means – as so many of us have stated before – that Content is King. When it comes to digital marketing, there is truly no better way to convey value and transparent authority to your users. However, even if the majority of B2B search marketers are reporting strong growth stats, there is still a large discrepancy between how our content performs in theory and how it performs in reality. Ironically, content marketing…

WordPress does some pretty amazing things out of the box. It handles content management as well as any other open-source solution out there — and better than many commercial solutions. One of the best attributes of WordPress is its ease of use. It’s easy because there’s not a significant amount of bloat with endless bells and whistles that steepen the learning curve.

On the flip side, some might find WordPress a little… well, light. It does a lot, but not quite enough. If you find yourself hacking WordPress to do the things you wish it would do, then the chances are high that this article is for you.

WordPress can be easily extended to fit the requirements of a custom data architecture. We’re going to explore the process of registering new data types in a fully compliant manner.

If you want to follow along at home, we’ve provided the full source code1 (TXT, 5.0 KB).

Custom Post Types

WordPress gives you a very simple and straightforward way to extend the standard two data types (Posts and Pages) into an endless array for your custom needs. A digital agency or freelancer would need a “Project” post type. A mall would need a “Location” post type.

Quick point. Spinning off custom post types is a great idea for content that is intrinsically different than either Posts or Pages. There could be a case where you would want press releases to live in their own type. But more often than not, the press releases would be a Post and categorized as a press release. Or you may want to create a post type for landing pages. It may very well belong as a custom type, but it likely could also exist as a Page.

For the sake of this article, we’re going to follow a real-world scenario of creating a Project post type to store samples of work. We’ll register the post type, add some meta data to it, include additional information in WordPress’ administration screens, and create custom taxonomies to supplement.

Registering The Post Type

To get started, we’ll need some code to register the post type. We’re going to go with an object-oriented approach because we’ll be spinning off this post type later with some added functionality that would be done much more efficiently with an object model. To start, let’s create the function that registers the post type.

Not much mysterious here. We’re calling the create_post_type function, which registers our post type. We’re giving the type some labels for back-end identification and giving it a list of specifications in what it can do. For a full list of reference for each of these variables, take a look at the WordPress Codex2, but we’ll hit on a few key items.

labels

For brevity, we’ve created a labels array and simply passed it to the arguments array. WordPress enables us to identify a slew of labels for singular, plural and other purposes.

public

This setting is a parent of sorts for a few of the other settings that appear later in the list. The default value for the public attribute is false. The value of public is passed to the following other attributes when they are not explicitly defined: exclude_from_search, publicly_queryable, show_in_nav_menus and show_ui.

exclude_from_search

The default setting here is the opposite of the public attribute. If your post type is public, then it will be included in the website’s search results. Note that this has no implication for SEO and only restricts or allows searches based on WordPress’ native search protocol. There’s a chance you would want the post type to be public but not appear in these search results. If that’s the case, set this attribute to true.

publicly_queryable

This attribute is exclusively for front-end queries and has no real back-end implications. The default value is the same as the public attribute. Note that when it’s set to false, you will not be able to view or preview the post type in the front end. For example, if you wanted to create a post type that populates a personnel page with a list of everyone’s name, title and bio but didn’t want them to have their own URL on the website, then you would set publicly_queryable to false.

show_ui

Most of the time, you’ll want to set show_ui to true. The default value pulls from the public attribute but can be overridden. When it’s set to false, then a UI element on WordPress’ administration screen won’t be available to you. A practical reason why you would want this set to false is if you had a post type that merely managed data. For example, you may want an Events post type that has a recurring attribute. When you save an event, new posts of a different type would be created to handle each event occurrence. You would want the UI to show only the primary Events post type and not the event occurrence’s meta data.

show_in_nav_menus

Pretty simple and straightforward. If you don’t want this post type to appear in WordPress’ default menu functionality, set this to false. It takes the value of public as default.

show_in_menu

You can modify the position of the post type in the back end. When set to true, the post type defaults as a top-level menu (on the same hierarchical level as Posts and Pages). If false, it won’t show at all. You can use a string value here to explicitly nest the post type into a top level’s submenu. The type of string you would provide is tools.php, which would place the post type as a nested element under “Tools.” It derives its default value from show_ui. Note that show_ui must be set to true in order for you to be able to control this attribute.

show_in_admin_bar

Pretty self-explanatory. If you want UI elements added to WordPress’ administration bar, set this to true.

menu_position

The default value of null will place the menu (at the top level and if not overridden using show_in_menu) below “Comments” in the back end. You can control this further by specifying an integer value corresponding to WordPress’ default menu placements. A value of 5 will place the post type under “Posts,” 10 under “Media,” 15 under “Links,” and 20 under “Pages.” For a full list of values, check out the WordPress Codex3.

menu_icon

You can pass a URL to this attribute, but you could also simply use the name of an icon from Dashicons for a quick solution. Supplying the attribute dashicons-admin-appearance would give you a paint brush4. A full list of Dashicons is available5 as a handy resource. The default is the thumbtack icon used for Posts.

capability_type

This attribute quickly gets into some advanced user-role segmenting concepts. Essentially, assigning post to this attribute generates a capability structure that exactly mimics how access to Posts works. Using this value, subscribers would not be able to access this post type, whereas Authors, Editors and Administrators would. Using page here would limit access to just Editors and Administrators. You can define a more granular structure using capability_type and capabilities attributes in the arguments list. Note that we did not use the capabilities attribute in this example because we’re not explicitly defining a custom capability structure to be used with this post type. This is an advanced concept and one for a completely different article.

hierarchical

This is basically the difference between a Post and a Page. When set to true, a parent post can be identified on a per-post basis (basically, Pages). When false, it behaves as a Post.

supports

A whole bunch of default functionality is attached to each new post type. This array tells WordPress which one of those to include by default. There may be an instance when you don’t want the editor on your post type. Removing that from the array will remove the editor box on the post’s editing screen. Eligible items for the array include the following:

title

editor

author

thumbnail

excerpt

trackbacks

custom-fields

comments

revisions

page-attributes

post-formats

has_archive

When this is set to true, WordPress creates a hierarchical structure for the post type. So, accessing /projects/ would give us the standard archive.php view of the data. You can template out a variant of archive.php for this particular archive by creating a new file in your theme system named archive-sm_project.php. You can control the default behavior at a more granular level by spinning it off from your primary archive.php.

rewrite

The rewrite option allows you to form a URL structure for the post type. In this instance, our URL would be http://www.example.com/projects/slug/, where the slug is the portion assigned by each post when it’s created (normally, based on the title of the post). A second variable can be assigned inside the rewrite array. If you add with_front => false (it defaults to true), it will not use the identified front half of the URL, which is set in “Settings” → “Permalinks.” For example, if your default WordPress permalink structure is /blog/%postname%/, then your custom post type would automatically be /blog/projects/%postname%/. That’s not a good outcome, so set with_front to false.

query_var

This attribute controls where you can use a PHP query variable to retrieve the post type. The default is true and renders with the permalink structure (when set). You can use a string instead of a variable and control the key portion of the query variable with the string’s value.

Extending The Post Type With A Taxonomy (Or Two)

Out of the box, WordPress Posts have categories and tags attached to them that enable you to appropriately place content in these buckets. By default, new post types don’t have any taxonomies attached to them. You may not want to categorize or tag your post type, but if you do, you’d need to register some new ones. There are two variants of taxonomies, one that behaves like categories (the checklist to the right of the posts) and one like tags, which have no hierarchical structure. They behave in the back end pretty much in the same way (the only discernable difference being that categories can have children, whereas tags cannot), but how they’re presented on the administration screen varies quite wildly. We’ll register two taxonomies to give us one of each type.

6After you register the new post type and taxonomies, you’ll be greeted with a handy menu in the back end. (View large version7)

All right, now we have two new taxonomies attached to the new post type. The register_taxonomy function takes three arguments. The first is the taxonomy’s name, the second is an array or string of post types, and the third is the arguments defined above.

A quick note on our prefixing. Our post type and taxonomies are all prefixed with sm_. This is by design. We don’t want future plugins to interrupt our infrastructure, so we simply prefix. The name of the prefix is completely up to you.

So, we’ve got a new post type and two new taxonomies attached to it. This essentially replicates the default Posts behavior of WordPress. This is all good stuff, but let’s dig a little deeper to make it more integrated.

Enhancing The Experience With Meta Data

Creating additional fields available to the author in WordPress’ administration screen can be a bit tricky — but abundantly useful. Where WordPress underperforms its competitors is precisely in this area. There’s no user interface where you can define additional pieces of information on a per-post basis. Make no mistake, WordPress fully supports this behavior, but it’s more of a developer tool than an out-of-the-box tool, which makes sense. One might need an endless number of combinations of additional fields. Even if WordPress provided a slick back-end interface to allow a non-technical user to define these fields, there’s no real seamless way to display that information in the front end without a developer putting their hands on it and making it so.

This is where Advanced Custom Fields8 comes in. ACF is a wonderful plugin that gives developers this interface and a full array of templating functions to pull the data in the front end. This article doesn’t detail how to do that, but ACF gives ample documentation9 to get you started and working in the ACF environment.

Using ACF, you can define new fields and conditionally attach them to content throughout the website. For example, we could create a timeframe meta field that collects how long a particular project has taken. We could add additional fields for awards won or create fields to represent a list of references for any given project.

Using ACF really opens up the hood for what’s possible in WordPress.

Adding Columns To The Administration Screen

Viewing a list of your posts on the administration screen will give you the checkbox, the title and the date published. When registering taxonomies to the post type, you’ll get an additional column for each additional taxonomy. For the majority of cases, this is sufficient. But there may be an additional case or two where you need to provide a little more information. For example, referencing pieces of meta data in the administration grid might be useful. Maybe you want a quick reference for the timeframe or the awards field we defined above. We’ll need two functions attached to some WordPress hooks.

12WordPress gives you a standard administration screen out of the box that closely mirrors the built-in Post post type. (View large version13)

The first line unsets the date column. You can unset any of the default columns that you wish. The second line unsets the custom taxonomy we registered (the tag-like one, not category). This could be useful for keeping the admin screen neat and tidy. As you may have noticed, we also unset the comments and author — information we didn’t think was necessary on the screen.

Then, we’re simply defining the new columns and merging them with the array that was passed in the function. We created two new columns, one for awards and one for timeline. The array keys are completely arbitrary. They could be anything, but we’ll need to reference them again when it comes time to pull data into those columns… which is what we’re going to do next.

All right, we’ve fetched the meta data and conditionally outputted it based on what column we’re on. This is where we’re referencing the array key from above. So, as long as they’re both the same, we could use any arbitrary string we want. Note that we’re pulling the meta fields over using WordPress’ native get_post_meta function.

14Removing some built-in columns and adding a few of our own enhances the UI and streamlines the information displayed. (View large version15)

Sorting

Ah, sorting. As you probably know, WordPress sorts Pages by menu order and then alphabetically by title and Posts by date published. Let’s get fancy and sort our new post type by the number of awards won. The use case here is easy to see. You want your most award-winning work at the top of the list at all times. If we use standard WordPress queries, the order we’re about to establish will be honored – universally across the website. We will need a function to join the wp_posts and wp_postmeta tables and another to revise how the data is sorted.

This function does the joining for us. We won’t get into why that select statement works (that’s for another article altogether). Pay attention to the if statement here. We’re determining the post type and then conditionally running the join if it meets the sm_project condition. Absent this if statement, you would be doing this join regardless of type, which is not likely something you want.

There could also be a case where you just want to sort the administration screens and not the front end. Fortunately, we can use WordPress’ built-in conditional statements to do that job. Just wrap your statement with another conditional and check against is_admin.

Once again, we’re verifying our post type and then returning an amended order statement. Now we’re telling WordPress to order by the value from the wp_postmeta table descending. So, we’ll get a list of our awards from the most won per project to the least won per project.

Putting It All Together

None of these functions will do anything until they’re called and attached to WordPress hooks. We’ll do this and keep it neat by creating an object around the post type and using the constructor to attach each function to the appropriate hook. For brevity, we’re not going to repeat the code already referenced above.

Voila! Everything has come together quite nicely. In our constructor, we referenced the appropriate actions and filters. We’re performing these functions in a particular order — and this must be followed. The post type has to be created first, the taxonomies attached second, then any sort of custom sorting. Keep that in mind as you’re creating your data type.

Summing Up

Once you get the hang of it and you create a few of these, it’ll start to come naturally. I’ve got a bunch of these clips saved up in my toolbelt. I rarely create these from scratch anymore. Although this article is long and in-depth, it really is about a 10-minute process from concept to conclusion once you fully understand what’s going on.